Sensible Financial Planning & Management, Llc. Dimensional ETF Tr Transaction History

Sensible Financial Planning & Management, Llc.

$507 Million
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 06, 2024	BUY	$32.59 - $36.54 $342,911 - $384,473	10,522 New	10,522 $384,000

Others Institutions Holding DFAU

# of Institutions

412

Shares Held

110M

Call Options Held

Put Options Held

Sequoia Financial Advisors, LLC

4.82M
Shares

$196 Million
2.14% of portfolio
Parsec Financial Management, Inc.

4.15M
Shares

$169 Million
5.04% of portfolio
Modera Wealth Management, LLC

3.68M
Shares

$150 Million
1.87% of portfolio
Aquire Wealth Advisors, LLC

3.5M
Shares

$142 Million
43.58% of portfolio
Allworth Financial LP

2.88M
Shares

$117 Million
0.71% of portfolio

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About DIMENSIONAL ETF TR

Ticker DFAU
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